Filed February 5, 2015 (most recent of 3 filings on file)
Total covered: 3 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,432 | $145,431-17.9% | $211,142-43.4% | $87,485+36.5% |
| Participation rate | 91.4% | 84.7%+6.6pp | 87.3%+4.1pp | 68.9%+22.4pp |
| Annual return | 17.67% | 27.21%-9.5pp | 46.84%-29.2pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,745 | $4,662-41.1% | $6,442-57.4% | $2,596+5.7% |
| Participant deferral / active EE | $3,032 | $6,859-55.8% | $9,284-67.3% | $4,274-29.1% |
| Admin fee / account holder | $1,162 | $17,052-93.2% | $19,076-93.9% | $7,775-85.1% |